Q: Hi Team,
I decided to take on a position in Input Capital today with the recent pullback. Do you think this is a good entry point? The company cancelled 3 contracts in their latest news release.
Q: Thank you for the quick response. So, do you see this as an opportunity to start a position on TCN? If so, what % of portf. would you recommend?
Thank you!
-- the income rec'd is very close to the drop in capital value
-- ie, i have rec'd about 2k in income and the shares are down about 2k - so i am about breakeven (ish)
question: understanding the oil/alta problems; am i better to sell and buy say a SIA/EXE or ZRE/XRE or ??, OR is D.UN a blue chip that is suffering unduly?
I took a look at the recent reporting as of Nov 5. From what I can tell, poor crop expectations, resource prices and related uncertainty,regional economic uncertainty surrounding oil prices, which primarily impacted new equipment demand in the Alberta construction market, the increased Canadian dollar cost of new equipment due to appreciation in the US dollar are all creating a significant head winds for CVL.
I am in at $24.20 (4% position)
From what i can see my options are to cut the loses and put this capital to work elsewhere or, hang tough and wait it out.
my questions...
Would you advise I move or hang tough?
ps... dividend is very good... do you think it is safe?
Q: What is your opinion of the Cho 100 fund? I have held for a number of years and have capital gains to pay if I sell. However seems to be underperforming the last couple of years. What would you consider as a reasonable alternative for a world growth vehicle. I own predominantly stocks and etfs with a light sprinkling of mutual funds.
Q: Please your expert views on CQE's results today.Also,your opinion on its future given that it has dropped very sharply in this very weak sector,Thanks a lot for your usual great opinions & services